Detailed Case Information - PR21-00346

Case Description: PR21-00346 - TRUST: PATRICIA ANN DAVIDS TRUST DATED 10-5-2005

Filing Date: 05/19/2021

Case Type: TN - TRUST/CONSERVATORSHIP

Status:

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Case Parties

Seq No. Type Name
1 JUDG - Judge GORMAN, PROB. COMM. EDMUND J.
2 ATTY - Attorney Reid, Esq., Tamara
3 ATTY - Attorney Jager, Esq., J. Scott
4 ATTY - Attorney Riley, Esq., Timothy J.
5 PETR - Petitioner BOLDI, SUSAN MARIE
6 TRUS - Trust PATRICIA ANN DAVIDS TRUST, DATED OCTOBER 5, 2005, AS AMENDED,
7 TRUS - Trust SUSAN MARIE BOLDI IRREVOCABLE TRUST DATED MARCH 1, 2017,
8 INST - Interested Party JOHNSON, CPA, JAMES
9 ATTY - Attorney Rafferty, Esq., Michaelle DiGrazia
11 ATTY - Attorney Renner, Esq., Carolyn K.
12 ATTY - Attorney Wallace, Esq., F. McClure
13 ATTY - Attorney Millsap, Esq., Patrick R.

Reference Numbers

No Cross Reference Numbers Available

Event Information

Date/Time Hearing Judge Event Description Outcome
1. 07/14/2022 at 1:00 PM Honorable PROB. COMM. GORMAN H820 - STATUS HEARING
D270 - Continued - Counsel to Reset filed on: 07/14/2022
Extra Text: VACATED - COUNSEL TO RESET
2. 06/17/2022 at 4:41 PM Honorable PROB. COMM. GORMAN S1 - Request for Submission
S200 - Request for Submission Complet filed on: 06/17/2022
Extra Text: ORDER APPROVING STIPULATION FILED 6/17/22
3. 05/24/2022 at 10:00 AM Honorable PROB. COMM. GORMAN H820 - STATUS HEARING
D270 - Continued - Counsel to Reset filed on: 07/14/2022
Extra Text: CONTINUED TO 7/14/22 AT 1PM
4. 04/29/2022 at 12:01 PM Honorable PROB. COMM. GORMAN S1 - Request for Submission
S200 - Request for Submission Complet filed on: 05/05/2022
Extra Text: ORDER APPROVING STIPULATION 5/5/22
5. 04/14/2022 at 1:00 PM Honorable PROB. COMM. GORMAN H820 - STATUS HEARING
D844 - Vacated-Reset filed on: 03/07/2022
Extra Text: reset for 5/24/22 at 10am
6. 01/27/2022 at 1:00 PM Honorable PROB. COMM. GORMAN HP26 - OTHER PROB/TRST/GDSHP HRG
D843 - Vacated-to be reset filed on: 01/26/2022
Extra Text: Vacated per PC and will reset after he has reviewed the pending motion to dismiss D. SPINELLA 1/26/22
7. 01/19/2022 at 2:52 PM Honorable PROB. COMM. GORMAN S1 - Request for Submission
S200 - Request for Submission Complet filed on: 02/16/2022
Extra Text: RECOMMENDATION FOR ORDER ON MOTION FOR SUMMARY JUDGMENT 2/16/22
8. 11/03/2021 at 10:00 AM Honorable PROB. COMM. GORMAN HP26 - OTHER PROB/TRST/GDSHP HRG
D445 - Heard - Continued filed on: 11/03/2021
Extra Text: ZOOM/LSCURLOCK (COURT CLERK)/J. SCHONLAU (COUR REPORTER) 11/3/2021: Petition for Order assuming Jurisdiction over Trusts and for the Court to instruct Trustee to fund the Susan Marie Boldi Irrevocable Trust. COURT ORDERED: Matter is continued to January 27, 2022 at 1:00 p.m. for Status Hearing.
9. 10/13/2021 at 10:00 AM Honorable PROB. COMM. GORMAN HP26 - OTHER PROB/TRST/GDSHP HRG
D445 - Heard - Continued filed on: 10/13/2021
Extra Text: JAVS/ZOOM/LSCURLOCK 10/13/2021: Petition for Order assuming Jurisdiction over Trusts and for the Court to instruct Trustee to fund the Susan Marie Boldi Irrevocable Trust. COURT ORDERED: Hearing is continued to November 3, 2021 at 10:00 a.m. for the Petition for Order assuming Jurisdiction over Trusts and for the Court to instruct Trustee to fund the Susan Marie Boldi Irrevocable Trust.
10. 09/15/2021 at 10:00 AM Honorable PROB. COMM. GORMAN HP26 - OTHER PROB/TRST/GDSHP HRG
D445 - Heard - Continued filed on: 09/15/2021
Extra Text: JAVS/ZOOM/LSCURLOCK 9/15/2021: Petition for Order assuming Jurisdiction over Trusts and for the Court to instruct Trustee to fund the Susan Marie Boldi Irrevocable Trust. COURT ORDERED: Hearing is continued to October 13, 2021 at 10:00 a.m.
11. 07/28/2021 at 1:00 PM Honorable PROB. COMM. GORMAN HP26 - OTHER PROB/TRST/GDSHP HRG
D445 - Heard - Continued filed on: 07/28/2021
Extra Text: JAVS/ZOOM/LSCURLOCK 7/28/2021: Petition for Order assuming Jurisdiction over Trusts and for the Court to instruct Trustee to fund the Susan Marie Boldi Irrevocable Trust. COURT ORDERED: Hearing is continued to September 15, 2021 at 10:00 a.m. for the Petition for Order assuming Jurisdiction over Trusts and for the Court to instruct Trustee to fund the Susan Marie Boldi Irrevocable Trust.
12. 06/30/2021 at 1:00 PM Honorable PROB. COMM. GORMAN HP26 - OTHER PROB/TRST/GDSHP HRG
D445 - Heard - Continued filed on: 06/30/2021
Extra Text: JAVS/ZOOM/L.SCURLOCK 6/30/2021: Petition for Order assuming Jurisdiction over Trusts and for the Court to instruct Trustee to fund the Susan Marie Boldi Irrevocable Trust. COURT ORDERED: Hearing is continued to July 28, 2021 at 1:00 p.m.

Docket Entry Information

Docket Description Date Filed Extra Text
1. 2540 - Notice of Entry of Ord 06/27/2022 Extra Text: Transaction 9118956 - Approved By: NOREVIEW : 06-27-2022:12:02:59
2. NEF - Proof of Electronic Service 06/27/2022 Extra Text: Transaction 9118965 - Approved By: NOREVIEW : 06-27-2022:12:03:51
3. FIE - **Document Filed in Error 06/17/2022 Extra Text: ORDER APPROVING STIPULATION - Transaction 9106714 - Approved By: NOREVIEW : 06-17-2022:14:47:17
4. 2683 - Ord Addressing Stipulation 06/17/2022 Extra Text: ORDER APPROVING STIPULATION - Transaction 9106718 - Approved By: NOREVIEW : 06-17-2022:14:48:40
5. NEF - Proof of Electronic Service 06/17/2022 Extra Text: Transaction 9106727 - Approved By: NOREVIEW : 06-17-2022:14:49:29
6. NEF - Proof of Electronic Service 06/17/2022 Extra Text: Transaction 9106715 - Approved By: NOREVIEW : 06-17-2022:14:47:47
7. 3860 - Request for Submission 06/16/2022 Extra Text: Transaction 9104870 - Approved By: NOREVIEW : 06-16-2022:16:42:13 DOCUMENT TITLE: STIPULATION FOR ORDER TO CONTINUE JULY 14, 2022 HEARING ENTERED INTO BY SUSANMARIE BOLDI AND JAMES JOHNSON FILED HEREIN ON JUNE 16, 2022 (PROPOSED ORDER EX1) PARTY SUBMITTING: F MCCLURE WALLACE ESQ DATE SUBMITTED: 6-16-22 SUBMITTED BY: YV DATE RECEIVED JUDGE OFFICE:
8. NEF - Proof of Electronic Service 06/16/2022 Extra Text: Transaction 9104872 - Approved By: NOREVIEW : 06-16-2022:16:42:52
9. NEF - Proof of Electronic Service 06/16/2022 Extra Text: Transaction 9104867 - Approved By: NOREVIEW : 06-16-2022:16:40:52
10. 4045 - Stipulation to Continuance 06/16/2022 Extra Text: Re July 14, 2022 Hearing - Transaction 9104865 - Approved By: NOREVIEW : 06-16-2022:16:40:22
11. NEF - Proof of Electronic Service 05/05/2022 Extra Text: Transaction 9033170 - Approved By: NOREVIEW : 05-05-2022:10:00:52
12. 2683 - Ord Addressing Stipulation 05/05/2022 Extra Text: ORDER APPROVING STIPULATION - Transaction 9033164 - Approved By: NOREVIEW : 05-05-2022:10:00:05
13. NEF - Proof of Electronic Service 04/29/2022 Extra Text: Transaction 9024536 - Approved By: NOREVIEW : 04-29-2022:12:00:31
14. NEF - Proof of Electronic Service 04/29/2022 Extra Text: Transaction 9024522 - Approved By: NOREVIEW : 04-29-2022:11:55:51
15. 2520 - Notice of Appearance 04/29/2022 Extra Text: NOTICE OF APPEARANCE / REQUEST FOR SPECIAL NOTICE: F MCCLURE WALLACE ESQ AND PATRICK MILLSAP / SUSAN M BOLDI - Transaction 9024511 - Approved By: YVILORIA : 04-29-2022:11:55:09
16. NEF - Proof of Electronic Service 04/29/2022 Extra Text: Transaction 9024543 - Approved By: NOREVIEW : 04-29-2022:12:02:41
17. 3860 - Request for Submission 04/29/2022 Extra Text: Re Stipulation to Continue Hearing - Transaction 9024541 - Approved By: NOREVIEW : 04-29-2022:12:02:01 DOCUMENT TITLE: ORDER GRANTING STIPULATION TO CONTINUE HEARING PARTY SUBMITTING: F. MCCLURE WALLACE, ESQ. DATE SUBMITTED: 4/29/22 SUBMITTED BY: NM DATE RECEIVED JUDGE OFFICE:
18. 4045 - Stipulation to Continuance 04/29/2022 Extra Text: Re: May 24, 2022 Hearing - Transaction 9024533 - Approved By: NOREVIEW : 04-29-2022:11:59:51
19. NEF - Proof of Electronic Service 03/08/2022 Extra Text: Transaction 8933431 - Approved By: NOREVIEW : 03-08-2022:10:45:56
20. 2690 - Ord Affirming Master Recommend 03/08/2022 Extra Text: CONFIRMING ORDER - Transaction 8933420 - Approved By: NOREVIEW : 03-08-2022:10:44:38
21. NEF - Proof of Electronic Service 02/16/2022 Extra Text: Transaction 8902372 - Approved By: NOREVIEW : 02-16-2022:16:45:46
22. 1947 - Master Recommend/Ord PC 02/16/2022 Extra Text: RECOMMENDATION FOR ORDER ON MOTION FOR SUMMARY JUDGMENT - Transaction 8902361 - Approved By: NOREVIEW : 02-16-2022:16:44:20
23. 3860 - Request for Submission 01/19/2022 Extra Text: Transaction 8851324 - Approved By: MDAVIS : 01-19-2022:15:04:18 DOCUMENT TITLE: MOTION FOR SUMMARY JUDGMENT PARTY SUBMITTING: CAROLYN RENNER, ESQ. DATE SUBMITTED: 12/29/2021 SUBMITTED BY: MDAVIS DATE RECEIVED JUDGE OFFICE:
24. 1040P - Affidavit of Mailing - PR 01/19/2022 Extra Text: AFFIDAVIT OF MAILING - Transaction 8851324 - Approved By: MDAVIS : 01-19-2022:15:04:18
25. NEF - Proof of Electronic Service 01/19/2022 Extra Text: Transaction 8851368 - Approved By: NOREVIEW : 01-19-2022:15:05:26
26. 3795 - Reply... 01/19/2022 Extra Text: REPLY IN SUPPORT OF MOTION FOR SUMMARY JUDGMENT - Transaction 8851324 - Approved By: MDAVIS : 01-19-2022:15:04:18
27. NEF - Proof of Electronic Service 01/12/2022 Extra Text: Transaction 8841285 - Approved By: NOREVIEW : 01-12-2022:15:50:25
28. 2645 - Opposition to Mtn ... 01/12/2022 Extra Text: Transaction 8840977 - Approved By: MDAVIS : 01-12-2022:15:48:05
29. NEF - Proof of Electronic Service 12/30/2021 Extra Text: Transaction 8819202 - Approved By: NOREVIEW : 12-30-2021:08:17:26
30. PAYRC - **Payment Receipted 12/30/2021 Extra Text: A Payment of $200.00 was made on receipt DCDC684899.
31. NEF - Proof of Electronic Service 12/30/2021 Extra Text: Transaction 8819207 - Approved By: NOREVIEW : 12-30-2021:08:18:55
32. 2520 - Notice of Appearance 12/29/2021 Extra Text: NOTICE OF APPEARANCE ATTY CAROLYN K. RENNER, ESQ - Transaction 8818809 - Approved By: BBLOUGH : 12-30-2021:08:14:21
33. 1040P - Affidavit of Mailing - PR 12/29/2021 Extra Text: AFFIDAVIT OF MAILING - Transaction 8818870 - Approved By: BBLOUGH : 12-30-2021:08:17:09
34. $2200 - $Mtn for Summary Judgment 12/29/2021 Extra Text: DFX: MOTION AND EXHIBTS SCANNED AS ONE DOCUMENT; MOTION FOR SUMMARY JUDGMENT - Transaction 8818870 - Approved By: BBLOUGH : 12-30-2021:08:17:09
35. NEF - Proof of Electronic Service 11/09/2021 Extra Text: Transaction 8742329 - Approved By: NOREVIEW : 11-09-2021:16:46:35
36. MIN - ***Minutes 11/09/2021 Extra Text: 11/3/2021: Petition for Order assuming Jurisdiction over Trusts and for the Court to instruct Trustee to fund the Susan Marie Boldi Irrevocable Trust. - Transaction 8742316 - Approved By: NOREVIEW : 11-09-2021:16:45:11
37. NEF - Proof of Electronic Service 10/13/2021 Extra Text: Transaction 8695093 - Approved By: NOREVIEW : 10-13-2021:11:06:33
38. MIN - ***Minutes 10/13/2021 Extra Text: Transaction 8695090 - Approved By: NOREVIEW : 10-13-2021:11:05:36
39. NEF - Proof of Electronic Service 09/15/2021 Extra Text: Transaction 8647122 - Approved By: NOREVIEW : 09-15-2021:10:35:08
40. MIN - ***Minutes 09/15/2021 Extra Text: 9/15/2021: Petition for Order assuming Jurisdiction over Trusts and for the Court to instruct Trustee to fund the Susan Marie Boldi Irrevocable Trust. - Transaction 8647104 - Approved By: NOREVIEW : 09-15-2021:10:33:51
41. NEF - Proof of Electronic Service 09/13/2021 Extra Text: Transaction 8642580 - Approved By: NOREVIEW : 09-13-2021:11:08:13
42. 2610 - Notice ... 09/13/2021 Extra Text: NOTICE OF DISASSOCIATION OF COUNSEL - KRISTEN MATTEONI ESQ - Transaction 8642523 - Approved By: CSULEZIC : 09-13-2021:11:07:12
43. NEF - Proof of Electronic Service 07/29/2021 Extra Text: Transaction 8567647 - Approved By: NOREVIEW : 07-29-2021:08:13:24
44. NEF - Proof of Electronic Service 07/29/2021 Extra Text: Transaction 8567841 - Approved By: NOREVIEW : 07-29-2021:09:28:46
45. MIN - ***Minutes 07/29/2021 Extra Text: 7/28/2021: Petition for Order assuming Jurisdiction over Trusts and for the Court to instruct Trustee to fund the Susan Marie Boldi Irrevocable Trust. - Transaction 8567645 - Approved By: NOREVIEW : 07-29-2021:08:12:26
46. 1040P - Affidavit of Mailing - PR 07/29/2021 Extra Text: AMENDED AFFIDAVIT OF MAILING - 7/29/2021 - Transaction 8567838 - Approved By: NOREVIEW : 07-29-2021:09:27:45
47. 1040P - Affidavit of Mailing - PR 07/26/2021 Extra Text: Transaction 8561762 - Approved By: NOREVIEW : 07-26-2021:13:55:34
48. 3880 - Response... 07/26/2021 Extra Text: RESPONSE TO PETITION FOR ORDER ASSUMING JURISDICTION OVER TRUSTS AND FOR THE COURT TO INSTRUCT TRUSTEE TO FUND THE SUSAN MARIE BOLDI IRREVOCABLE TRUST. - Transaction 8560582 - Approved By: YVILORIA : 07-26-2021:10:14:40
49. NEF - Proof of Electronic Service 07/26/2021 Extra Text: Transaction 8561764 - Approved By: NOREVIEW : 07-26-2021:13:56:34
50. NEF - Proof of Electronic Service 07/26/2021 Extra Text: Transaction 8560675 - Approved By: NOREVIEW : 07-26-2021:10:15:42
51. NEF - Proof of Electronic Service 07/23/2021 Extra Text: Transaction 8559389 - Approved By: NOREVIEW : 07-23-2021:15:11:02
52. 2520 - Notice of Appearance 07/23/2021 Extra Text: Second Amended Notice of Appearance - Transaction 8559279 - Approved By: SCOLABIA : 07-23-2021:15:09:54
53. 1120 - Amended ... 07/22/2021 Extra Text: AMENDED NOTICE OF APPEARANCE - MICHAELLE RFFERTY ESQ AND KRISTEN MATTEONI ESQ / JAMES JOHNSON Transaction 8556073 - Approved By: NOREVIEW : 07-22-2021:08:54:01
54. NEF - Proof of Electronic Service 07/22/2021 Extra Text: Transaction 8556077 - Approved By: NOREVIEW : 07-22-2021:08:55:15
55. 1040P - Affidavit of Mailing - PR 07/20/2021 Extra Text: Transaction 8553155 - Approved By: NOREVIEW : 07-20-2021:15:32:49
56. NEF - Proof of Electronic Service 07/20/2021 Extra Text: Transaction 8553161 - Approved By: NOREVIEW : 07-20-2021:15:34:35
57. 2540 - Notice of Entry of Ord 07/20/2021 Extra Text: Transaction 8553155 - Approved By: NOREVIEW : 07-20-2021:15:32:49
58. MIN - ***Minutes 07/05/2021 Extra Text: 6/30/2021: Petition for Order assuming Jurisdiction over Trusts and for the Court to instruct Trustee to fund the Susan Marie Boldi Irrevocable Trust. - Transaction 8526647 - Approved By: NOREVIEW : 07-05-2021:15:36:55
59. NEF - Proof of Electronic Service 07/05/2021 Extra Text: Transaction 8526649 - Approved By: NOREVIEW : 07-05-2021:15:39:47
60. $1560 - $Def 1st Appearance - CV 06/29/2021 Extra Text: INST JAMES JOHNSON CPA - Transaction 8517234 - Approved By: YVILORIA : 06-29-2021:09:38:54
61. 2520 - Notice of Appearance 06/29/2021 Extra Text: MICHAELLE RAFFERTY ESQ AND KRISTEN MATTEONI ESQ / JAMES JOHNSON CPA - Transaction 8517234 - Approved By: YVILORIA : 06-29-2021:09:38:54
62. PAYRC - **Payment Receipted 06/29/2021 Extra Text: A Payment of $208.00 was made on receipt DCDC676276.
63. NEF - Proof of Electronic Service 06/29/2021 Extra Text: Transaction 8517359 - Approved By: NOREVIEW : 06-29-2021:09:39:59
64. NEF - Proof of Electronic Service 06/28/2021 Extra Text: Transaction 8515896 - Approved By: NOREVIEW : 06-28-2021:13:25:59
65. 1005 - Acceptance of Service 06/28/2021 Extra Text: MICHAELLE RAFFERTY ESQ OBO JAMES JONSON CPA / JUNE 28, 2021 - Transaction 8515618 - Approved By: YVILORIA : 06-28-2021:13:25:00
66. 2550 - Notice of Hearing 06/08/2021 Extra Text: Transaction 8484173 - Approved By: NOREVIEW : 06-08-2021:10:40:31
67. NEF - Proof of Electronic Service 06/08/2021 Extra Text: Transaction 8484486 - Approved By: NOREVIEW : 06-08-2021:11:43:59
68. NEF - Proof of Electronic Service 06/08/2021 Extra Text: Transaction 8484184 - Approved By: NOREVIEW : 06-08-2021:10:41:30
69. 1040P - Affidavit of Mailing - PR 06/08/2021 Extra Text: Transaction 8484482 - Approved By: NOREVIEW : 06-08-2021:11:42:58
70. $3545 - $Pet Living Trust 05/19/2021 Extra Text: PETITION FOR ORDER ASSUMING JURISDICTION OVER TRUSTS AND FOR THE COURT TO INSTRUCT TRUSTEE TO FUND THE SUSAN MARIE BOLDI IRREVOCABLE TRUST - Transaction 8452836 - Approved By: YVILORIA : 05-19-2021:11:41:04
71. PAYRC - **Payment Receipted 05/19/2021 Extra Text: A Payment of $505.00 was made on receipt DCDC674287.
The District Court is comprised of 16 departments. Each Judge sits in a differently numbered Department. When a Judge leaves service, the new Judge's name replaces the former Judge's name on all matters pending and previously closed in that department. This change will not reflect that a previous sitting Judge presided over a matter.